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Stevens Capital Partners’s Vanguard Total Bond Market BND Stock Holding History

Stevens Capital Partners’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Sell
35,985
-16,421
-31% -$1.22M 0.64% 36
2025
Q4 		$3.88M Sell
52,406
-11,045
-17% -$822K 1.02% 23
2025
Q3 		$4.72M Sell
63,451
-78,558
-55% -$5.78M 1.41% 20
2025
Q2 		$10.5M Buy
142,009
+8,759
+7% +$637K 3.75% 4
2025
Q1 		$9.79M Buy
+133,250
New +$9.67M 4.6% 4

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stevens Capital Partners's BND Position: Q1 2026 in Review

Stevens Capital Partners reduced its Vanguard Total Bond Market (BND) stake by 31% in Q1 2026, selling an estimated $1.22M and leaving 35,985 shares worth $2.65M. The position accounts for 0.64% of the portfolio, ranked #36.

Stevens Capital Partners first reported a position in BND in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q2 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Stevens Capital Partners held 35,985 shares of Vanguard Total Bond Market worth $2.65M as of Q1 2026.
  • Stevens Capital Partners sold 16,421 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.22M.
  • Vanguard Total Bond Market made up 0.64% of Stevens Capital Partners's portfolio in Q1 2026, its #36 holding.
  • Stevens Capital Partners first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 5 quarters since.
  • Stevens Capital Partners's Vanguard Total Bond Market position peaked at $10.5M in Q2 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.